Lyon Wealth Advisors
Lyon Wealth Advisors is an SEC-registered wealth manager in Charlotte, NC with $311.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lyon Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325041, SEC 801-133992, data through 2026-01-29.
- AUM (assets under management / regulatory AUM)
- $311.4M (2026-01-29)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 225
- CRD
- 325041
- Ownership
- LYON, WESLEY, WALDEN; Fitzgerald, Liam, Dunning
How much AUM does Lyon Wealth Advisors have?
Lyon Wealth Advisors reported $311.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-29).
Who owns Lyon Wealth Advisors?
Disclosed owners and executives of Lyon Wealth Advisors include LYON, WESLEY, WALDEN, Fitzgerald, Liam, Dunning. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.